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Nvidia’s Shifting AI Landscape: What Investors Need to Know

Nvidia’s Shifting AI Landscape: What Investors Need to Know

3 April 2025
Nvidia’s dominance in AI GPUs is facing potential disruption as market dynamics shift. The launch of Nvidia’s B300 GPU and GB300 rack system has not justified high price expectations. The anticipated Vera Rubin system falls short in expanding capabilities significantly until 2027’s Rubin Ultra. HSBC has adjusted Nvidia’s stock target from $175 to $120, indicating decreased earnings projections. Cloud service

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